See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $10,095 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,924 | $38,967+105.1% | $86,233-7.3% | $79,634+0.4% |
| Participation rate | 79.6% | 34.1%+45.5pp | 69.0%+10.6pp | 62.5%+17.1pp |
| Annual return | 22.25% | 49.90%-27.7pp | 61.39%-39.1pp | 36.46%-14.2pp |
| Employer contribution / active EE | $4,101 | $868+372.2% | $2,504+63.7% | $2,529+62.1% |
| Participant deferral / active EE | $7,823 | $1,663+370.6% | $4,559+71.6% | $3,835+104.0% |
| Admin fee / account holder | $18 | $2,660-99.3% | $8,342-99.8% | $1,002-98.2% |